Drop Down List Setup
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
Dropdown List Setup
You can add, edit, activate, or delete dropdowns within the system, but we strongly recommend marking them as "not active" rather than deleting them. This allows flexibility as your business evolves, enabling you to adjust dropdown options as needed without losing historical data.
Certain dropdowns are critical and may impact other processes and users. A thorough understanding of how they function can significantly enhance your company’s productivity and efficiency.
To view more details, click on the row header of the dropdown list items. For example, the Project Type dropdown helps define workflow policies within your company. Different projects may require unique processes, so creating distinct Project Types can help separate them. For instance, a Labor Only project may not require a materials estimate, while a Furniture project might.
Another essential dropdown is Product Types, which determines the QuickBooks accounts for each line item when creating Vendor Bills or Customer Invoices. It’s crucial to select the correct Product Type to ensure accurate accounting for all transactions.
In the following sub-sections of this Help Article, you'll find specific examples of how to set up dropdowns.
